Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $614,480 | $209,336+193.5% | $197,124+211.7% | $137,256+347.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.42% | 48.09%-35.7pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,730 | $6,591-13.1% | $6,227-8.0% | $4,156+37.9% |
| Participant deferral / active EE | $5,006 | $9,614-47.9% | $9,135-45.2% | $6,407-21.9% |
| Admin fee / account holder | $16,295 | $17,308-5.9% | $16,2980% | $12,270+32.8% |